Warning-this paper is somewhat technical and may be tedious to non-financial types! But, the topic is very important because the key determinant of success for many investors is the return on the stock market inasmuch as equities represent the largest single component of...
Insights and Ideas
Diversified Trust shares our knowledge on wealth strategies, investing, current financial news and trends.
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The establishment of a formal Investment Policy Statement (“IPS”) is the most critical step for building a successful investment program. IPS guidelines capture the definition, purpose, and objectives for a single account or a consolidated pool of assets, and provide the investment roadmap for how...
The concept of next generation education can be an elusive one. We often relate this to the process of preparing younger generations for the responsibilities that accompany wealth. While this may seem like a common endeavor, many families often fail to formally address...
If you own a business and hope that ownership by your family continues beyond your tenure, there are many questions to consider as you begin to transfer it to another generation. Management Succession First, take an audit of contributing family members to confirm their...
If something happened to you, would your loved ones know what you have, where it is and what your wishes are? When considering estate planning, most individuals are aware that they should prepare a Will to direct the disposition of their assets and...
Taxpayers who operate farms and ranches in the U.S. could realize significant benefits from changes to the tax laws as a result of the passage of the “Tax Cuts and Jobs Act” late last year. Below is a summary of some changes in...